How to add Roth and Annuity accounts from Putnam.com

System
System Member admin
edited August 2021 in Investing (Windows)
This discussion was created from comments split from: One Step Update.

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  • simsdeb1959
    simsdeb1959 Quicken Windows 2017 Member
    Im trying to download my Roth and Annuity accounts from Putnam.com to but not sure if it supported
  • simsdeb1959
    simsdeb1959 Quicken Windows 2017 Member
    would i put it under investments?
  • Jim_Harman
    Jim_Harman Quicken Windows Subscription SuperUser ✭✭✭✭✭
    In current versions of Quicken, you can click on the plus sign at the top of the Accounts bar (normally on the left side of your screen) and when it says Search for your Financial Institution, type Putnam. It looks like you want Putnam Investments.

    Follow the directions to add your accounts and post back if you have further questions.
    QWin Premier subscription
  • Ps56k2
    Ps56k2 Quicken Windows Subscription Alumni ✭✭✭✭
    edited July 2021
    As mentioned... you should be able to .... Add Account
    and type in Putnam - and go from there -
    What version .... Help --> About Quicken
    BUT... it only supports manual downloading from the website - called Web-Connect
    and then Importing that file into Quicken.
    51846    51846    51846    Putnam Investments    http://www.putnam.com/    1-800-225-1581    https://www.putnam.com/individual    ACTIVE         401K&WEB-CONNECT   
    [EDIT] - also updated topic title to better reflect actual Q&A specific to Putnam.com         
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